Centura Wealth Advisory
Vice President of Sales & Marketing
Centura Wealth Advisory, San Diego, California, United States, 92189
Centura Wealth Advisory (CWA) is seeking a dynamic Vice President of Sales & Marketing to lead and integrate our Business Development and Marketing functions. This senior leadership role will be responsible for driving organic growth through strategic partnerships, cultivating Centura’s professional network, enhancing market visibility, and overseeing client acquisition initiatives.
As a member of the leadership team, the Vice President of Sales & Marketing will oversee a team of business development and marketing professionals while maintaining direct involvement with key relationships and strategic initiatives. The ideal candidate is a proven leader with a track record of growing revenue in the UHNW space through Centers of Influence (COIs), thought leadership, and targeted campaigns.
Key Responsibilities
Define and execute CWA’s strategic growth plan through business development, partnerships, and marketing.
Lead, mentor, and manage business development and marketing teams, fostering a high-performance, collaborative culture.
Set annual growth targets and oversee execution of initiatives to achieve firm-wide business development goals.
Integrate business development and marketing efforts to ensure brand consistency, market positioning, and pipeline growth.
Lead-to-Client Journey Optimization & Accountability
Design, implement, and continually refine the firm’s lead-to-client journey to ensure a seamless experience from initial contact through onboarding.
Establish clear processes for lead capture, qualification, engagement, and conversion, leveraging CRM tools and marketing automation.
Monitor and enforce adherence to business development workflows, pipeline stages, and client handoff protocols.
Hold team members accountable to established processes, KPIs, and activity expectations to maximize conversion rates and client experience.
Partner with internal stakeholders to ensure alignment between business development, marketing, and advisory teams.
Marketing & Thought Leadership
Oversee development and execution of integrated marketing plans, campaigns, and thought leadership initiatives.
Direct marketing efforts to position Centura as a leading advisor in the UHNW wealth management space.
Manage marketing calendar, COI events, and educational forums to enhance brand presence and referral engagement.
Sales & Pipeline Management
Develop pipeline strategy and manage business development activity through Salesforce CRM.
Monitor metrics, conversion rates, and reporting to ensure consistent progress toward growth goals.
Support client onboarding in partnership with advisory teams to ensure seamless relationship integration.
Required Qualifications
10+ years of business development leadership, preferably in UHNW wealth management or related professional services.
Demonstrated success managing business development and marketing teams with a proven ability to drive revenue growth.
Prior experience designing and optimizing lead-to-client workflows and ensuring team accountability to processes.
Strong operational discipline with a track record of pipeline management and process execution.
Track record of sourcing and converting UHNW client opportunities through professional partnerships.
Deep knowledge of advanced wealth planning strategies and HNW/UHNW client needs.
Prior experience leading integrated marketing and business development functions.
Bachelor’s degree required (Finance, Business, or related field); advanced certifications such as CFP®, CPA, CFA, or JD preferred.
High EQ with excellent interpersonal, presentation, and communication skills.
Proficiency with Salesforce and Microsoft Office; CRM adoption leadership experience required.
Centura Perks
Opportunity to contribute to a dynamic, fast-paced business and rapidly growing UHNW team.
Generous Paid Time Off.
Full medical, dental, vision benefits, and 401(k) match.
Collaborative, team-oriented environment rooted in core values.
Centura Spirit Week twice a year with team-building activities.
Monthly firm-wide coaching sessions to develop professionally, personally, and collectively as a team.
Base salary: $200k - $225k + bonus.
Centura Wealth Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total investment efficiency and purpose. We focus on our clients’ needs, uphold the highest ethical standards, foster a tradition of quality, and invest in the individuals who, together, form our team.
At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.
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As a member of the leadership team, the Vice President of Sales & Marketing will oversee a team of business development and marketing professionals while maintaining direct involvement with key relationships and strategic initiatives. The ideal candidate is a proven leader with a track record of growing revenue in the UHNW space through Centers of Influence (COIs), thought leadership, and targeted campaigns.
Key Responsibilities
Define and execute CWA’s strategic growth plan through business development, partnerships, and marketing.
Lead, mentor, and manage business development and marketing teams, fostering a high-performance, collaborative culture.
Set annual growth targets and oversee execution of initiatives to achieve firm-wide business development goals.
Integrate business development and marketing efforts to ensure brand consistency, market positioning, and pipeline growth.
Lead-to-Client Journey Optimization & Accountability
Design, implement, and continually refine the firm’s lead-to-client journey to ensure a seamless experience from initial contact through onboarding.
Establish clear processes for lead capture, qualification, engagement, and conversion, leveraging CRM tools and marketing automation.
Monitor and enforce adherence to business development workflows, pipeline stages, and client handoff protocols.
Hold team members accountable to established processes, KPIs, and activity expectations to maximize conversion rates and client experience.
Partner with internal stakeholders to ensure alignment between business development, marketing, and advisory teams.
Marketing & Thought Leadership
Oversee development and execution of integrated marketing plans, campaigns, and thought leadership initiatives.
Direct marketing efforts to position Centura as a leading advisor in the UHNW wealth management space.
Manage marketing calendar, COI events, and educational forums to enhance brand presence and referral engagement.
Sales & Pipeline Management
Develop pipeline strategy and manage business development activity through Salesforce CRM.
Monitor metrics, conversion rates, and reporting to ensure consistent progress toward growth goals.
Support client onboarding in partnership with advisory teams to ensure seamless relationship integration.
Required Qualifications
10+ years of business development leadership, preferably in UHNW wealth management or related professional services.
Demonstrated success managing business development and marketing teams with a proven ability to drive revenue growth.
Prior experience designing and optimizing lead-to-client workflows and ensuring team accountability to processes.
Strong operational discipline with a track record of pipeline management and process execution.
Track record of sourcing and converting UHNW client opportunities through professional partnerships.
Deep knowledge of advanced wealth planning strategies and HNW/UHNW client needs.
Prior experience leading integrated marketing and business development functions.
Bachelor’s degree required (Finance, Business, or related field); advanced certifications such as CFP®, CPA, CFA, or JD preferred.
High EQ with excellent interpersonal, presentation, and communication skills.
Proficiency with Salesforce and Microsoft Office; CRM adoption leadership experience required.
Centura Perks
Opportunity to contribute to a dynamic, fast-paced business and rapidly growing UHNW team.
Generous Paid Time Off.
Full medical, dental, vision benefits, and 401(k) match.
Collaborative, team-oriented environment rooted in core values.
Centura Spirit Week twice a year with team-building activities.
Monthly firm-wide coaching sessions to develop professionally, personally, and collectively as a team.
Base salary: $200k - $225k + bonus.
Centura Wealth Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total investment efficiency and purpose. We focus on our clients’ needs, uphold the highest ethical standards, foster a tradition of quality, and invest in the individuals who, together, form our team.
At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.
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